Cost Data Integrity Project

Training Plan

Revised Training on Timesheet Processing

New Training on Reconciling Costs

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1. Revised Training on Timesheet Processing
A. Goal / Objective of Training
Update the current training on timesheet processing to include additional
information on timesheet approval. This would include how Project
Managers can go online and approve timesheets within the Project
Management System. The training should also include a closing schedule of
due dates for both submission and approval of timesheets. The goal is to
make sure everyone submits timesheets on time and to make sure Project
Managers are approving timesheets.

B. Title of Training Program

Submitting and Approving Timesheets in the Project Management System.
This training module is already in place.

C. Training Method(s)
Computer Based Training exists. Need to update certain pages in the training
module. Also should update the Standard Operating Procedure and announce
the updated training program to all Project Managers.

D. Training Time Line / Dates

Revised training module should be available by end of April 2008.

E. Scope of Training
All personnel subject to submitting or approving timesheets in the Project
Management System. This represents approximately 350 people within the
Office of Information and Technology.

F. Resources Needed / Administrative Help

Approximately one-week of content development from the System
Administrators. Approximately two weeks of time from the Web Master for
updating pages. PMO will review and approve changes once uploaded.
Some administrative help will be required to issue a communication notice
to all personnel impacted.

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G. Length / Format
Current program will be expanded from approximately 2 hours to 2.5 hours
in length. Same format – online web based training module will be used.

H. Other Components (Handouts / Exercises / Evaluation)

Post and update on a regular basis the Timesheet Closing Schedule. Include
a link in the training program. Continue to use the same evaluation form
currently in place for assessing the effectiveness of the training.

I. Training Sources
Screen shots and content should be developed directly from System
Administrators – Project Management System.

J. Dependencies/Constraints/Limitations
Availability of System Administrators may represent a dependency.
However, the extent of content development appears minimal and no
problems are anticipated. Also, web based training can be limited in its
effectiveness – need to re-enforce with revised Standard Operating
Procedure, communications from leadership and desk side assistance for
Project Managers. This will require some work on the part of the PMO.

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2. New Training on Reconciling Costs
A. Goal / Objective of Training
Introduce and describe a new control procedure on how to reconcile costs
between the Project Management System (PMS) and the Financial
Management System. Goal is to get project teams into a monthly routine of
comparing their project costs against the General Ledger to ensure actual
costs have been properly captured in PMS.

B. Title of Training Program

Reconciling Actual Costs to the General Ledger.

C. Training Method(s)
Combination of web based training module, desk side assistance, and live
on-line meeting for project leads.

D. Training Time Line / Dates

Launch new web based training module in May 2008. Provide desk side
assistance after May 2008 on an as needed basis.

E. Scope of Training
Project Planners, Schedulers, Managers and other personnel who are directly
responsible for maintaining project cost data within the Project Management
System (PMS). This includes approximately 50 personnel within the Office
of Information and Technology.

F. Resources Needed / Administrative Help

Need System Administrators to develop screen shots and certain narrative
content for this training module. PMO will need to design and develop most
of the content. The PMO will be responsible for developing supporting
materials, such as handouts, operating procedures, and other documents.
Some administrative help will be needed to setup live meetings, issue
communication notices, and do other tasks.

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G. Length / Format
Anticipated length of this new training module is 30 minutes. Training
format will be similar to other web based training modules previously
developed by the PMO.

H. Other Components (Handouts / Exercises / Evaluation)

The web based training module should include an example of how to
reconcile costs, showing screen shots, and providing links to report
examples. A separate handout should also be developed to assist with desk
side help. This can include a Standard Operating Procedure to document the
monthly reconciliation procedure. Evaluation survey is the same as used by
other training modules.

I. Training Sources

The PMO has developed the pilot procedure that is now ready to go. This
includes an extract report from the Financial Management System. Personnel
within Financial Accounting are also useful in understanding the General
Ledger data. It is important to map and align this data between the two
systems: Project Management System vs. Financial Management System.

J. Dependencies/Constraints/Limitations
New control procedures can be difficult to implement. Most of the project
personnel have little or no understanding of how accounting works. Project
Managers, the PMO, and others will have to monitor implementation. This
control procedure is time consuming and project teams are often under high
demands with other tasks.